AMAT Chirps, b2b Ramps, Yellen Hawks and Gold’s Fundamentals Erode
Following is the opening segment from the May 29 edition of Notes From the Rabbit Hole, NFTRH 397: If we are going to highlight improving fundamentals, which we did as…
Following is the opening segment from the May 29 edition of Notes From the Rabbit Hole, NFTRH 397: If we are going to highlight improving fundamentals, which we did as…
Our doggie (Spike) back from his adventure, it was time to settle in and write a good, comprehensive report on the financial markets. So I did; 40 clear and actionable…
Another NFTRH 396 excerpt, not for publication elsewhere. It is a companion to the discussion about the Semiconductor sector and the economy as well as other economic discussion that took…
The following is the opening segment of this week's Notes From the Rabbit Hole, NFTRH 396. The report also covers, in detail, the technical status of US/Global stock markets, precious…
Okay, I'm pooped. No promo. :-( [edit] Well yes, there is a promo. It's from subscriber Joe F: "So fucking good." Subscribe to NFTRH Premium for your 25-35 page weekly…
41 pages to make a few simple points? Well yes, a few simple, yet critical points and a whole lot of other perspective and updating of the whole global financial…
I've got to run as it's time to get ready to take out Mom, so here is the majority of the email that accompanied the report to subscribers this morning. …
Below is the first segment of this week's edition of Notes From the Rabbit Hole, NFTRH 393: The Fed has been trying to promote inflation. That is not the guy…
We talk a lot about USD, Yen, the 'inflation trade' and of course, silver. We set targets, parameters and risk profiles. We personally benefit once again from grinding out this…
We talk a lot about FOMC stuff, inflation stuff and silver stuff. At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…
This week we abbreviated to a review of limit and/or trend change points in several markets, further discussion of inflation and what needs to be in place to call an…
On April 7 in pre-market we had an extensive update on gold, silver and especially, the miners. This update is now public for your review. If you check it out…
We do the usual macro coverage and per a subscriber's request also add in some extensive charting of individual gold stocks. I added a few of my own 'relative quality'…
NFTRH 388 was sent to subscribers earlier today. A sensible plan seems to be coming into place about when to expect a more sustainable 'inflation trade' with the USD in…